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Planned Solutions’s Maximus MMS Stock Holding History

Planned Solutions’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-700
Closed -$58.7K – 366
2023
Q4 		$58.7K Buy
+700
New +$55.8K 0.03% 261
2021
Q1 		– Sell
-700
Closed -$51K – 277
2020
Q4 		$51K Buy
+700
New +$49.6K 0.04% 194

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Planned Solutions's MMS Position: Q1 2024 in Review

Planned Solutions sold out of Maximus (MMS) in Q1 2024, closing a stake of 700 shares — an estimated $58.7K sold.

Planned Solutions first reported a position in MMS in Q4 2020 and held it in 2 quarters. The position peaked at $58.7K in Q4 2023. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

  • Planned Solutions reported no remaining Maximus position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 700 Maximus shares in Q1 2024, an estimated $58.7K.
  • Planned Solutions first reported a position in Maximus in Q4 2020 and held it in 2 quarters.
  • Planned Solutions's Maximus position peaked at $58.7K in Q4 2023.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.